tru Independence’s Liberty Energy LBRT Stock Holding History

tru Independence’s Portfolio LBRT Stock Details LBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$1K	–	617
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	854
2020 Q1	$0	Hold	100	–	–	﹤0.01%	836
2019 Q4	$0	Buy	+100	New	+$949	﹤0.01%	935

Other funds holding LBRT

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return

tru Independence's LBRT Position: Q3 2020 in Review

tru Independence sold out of Liberty Energy (LBRT) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

tru Independence first reported a position in LBRT in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 120 funds tracked by Wall St. Rank hold LBRT as of Q3 2020.

tru Independence reported no remaining Liberty Energy position as of Q3 2020 after selling out during the quarter.
tru Independence sold 100 Liberty Energy shares in Q3 2020, an estimated $1K.
tru Independence first reported a position in Liberty Energy in Q4 2019 and held it in 3 quarters.
tru Independence's Liberty Energy position peaked at $1K in Q2 2020.
120 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.